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Hiding locations for reporting

Sarah Bwalya
  • Edited

Hi 

@tiphaine has said that they have a couple of locations on Fourth that have been set up but are not currently using them.

Is there anyway to hide them as they are currently affecting their reporting on HR and labour productivity?

Thank you

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Comments

Jamie Wharton

Good afternoon.

You can remove/delete any locations within the scheduling module by following the below path.

Scheduling > Select any location > Settings> Locations > Search for and select location > Tick "deleted" > Save.

The below articles will also assist in closing a location and the best practices.

WFM UK: HR: Closing a Location (Best Practice)

Please note that the below article is for the old layout of Scheduling however the process and path is the same.

Release Notes WFM: Location Deletion – Fourth & HotSchedules Customer Success Portal

The below article provides the steps to set up user-defined groups where you can allocate any closed site as it is not possible to completely remove a location from the system if there have been employees assigned to it.

WFM UK: Rotas: Setting up User Defined Groups – Fourth & HotSchedules Customer Success Portal

I would advise creating a group called "Closed" This will then separate them from other open locations for reporting.

I hope this helps.

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